GDOWSTRN AST GLBL CORP OPP FD I
CUSIP 95790C107 · Yahoo Finance ↗ · Google Finance ↗
Wstrn Ast Glbl Corp Opp Fd I (GDO) has 32 institutional holders in Filings Flow’s 13F database, together reporting 1.54M shares worth $17M as of Q1 2026. The largest reported holders are Morgan Stanley, Osaic Holdings, Inc., and Ameriprise Financial Inc.
Institutional Holders
32
Q1 2026
Reported Value
$17M
Ticker
GDO
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Smith Asset Management Co., LLC$127M AUM | 1.04% | $1M | 112.7K | Q1 2026 |
| Shaker Financial Services, LLC$287M AUM | 0.45% | $1M | 120.0K | Q1 2026 |
| 1607 Capital Partners, LLC$1.4B AUM | 0.12% | $2M | 156.4K | Q1 2026 |
| Van Diest Capital, LLC$127M AUM | 0.12% | $149,404 | 13.9K | Q1 2026 |
| Hamrick Investment Counsel, llc$180M AUM | 0.03% | $48,420 | 4.5K | Q1 2026 |
| Huntleigh Advisors, Inc.$585M AUM | 0.02% | $144,087 | 13.4K | Q1 2026 |
| Sowell Financial Services LLC$2.7B AUM | 0.02% | $641,673 | 59.6K | Q1 2026 |
| Dynamic Advisor Solutions LLC$3.5B AUM | 0.02% | $634,580 | 59.0K | Q1 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $163,251 | 15.0K | Q1 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.6B AUM | 0.01% | $125,575 | 10.6K | Q2 2025OLDER |
| GUGGENHEIM CAPITAL LLC$12.9B AUM | 0.01% | $1M | 102.9K | Q1 2026 |
| Noble Wealth Management PBC$223M AUM | 0.01% | $13,988 | 1.3K | Q1 2026 |
| Fiera Capital Corp$29.2B AUM | 0.00% | $1M | 101.0K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 168.4K | Q1 2026 |
| WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM | 0.00% | $208,238 | 19.4K | Q1 2026 |
| Cerity Partners LLC$70.8B AUM | 0.00% | $1M | 90.3K | Q4 2025OLDER |
| HIGHLINE WEALTH PARTNERS LLC$493M AUM | 0.00% | $5,380 | 500 | Q1 2026 |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $192,826 | 17.9K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $19,670 | 19.7K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $34,185 | 3.2K | Q1 2026 |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $2M | 167.1K | Q1 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.00% | $903 | 84 | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $84,305 | 7.1K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $196 | 16.6K | Q2 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $201,613 | 18.7K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $668,684 | 62.1K | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $18,674 | 1.7K | Q1 2026 |
| COMERICA BANK$25.1B AUM | 0.00% | $33,015 | 2.8K | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $5,541 | 515 | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $2M | 162.2K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $471,676 | 43.8K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $344,000 | 31.9K | Q1 2026 |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $30,085 | 2.8K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $9,964 | 926 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $219,602 | 20.4K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $44,694 | 3.8K | Q3 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $207,205 | 19.3K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $227,391 | 21.1K | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.